See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,460 | $44,103+252.5% | $75,826+105.0% | $64,186+142.2% |
| Participation rate | 82.5% | 62.7%+19.8pp | 68.2%+14.3pp | 69.6%+12.9pp |
| Annual return | 14.23% | -4.72%+18.9pp | 1914.15%-1899.9pp | 7.63%+6.6pp |
| Employer contribution / active EE | $2,071 | $1,446+43.2% | $1,913+8.2% | $2,381-13.0% |
| Participant deferral / active EE | $5,971 | $2,204+170.9% | $2,862+108.6% | $3,470+72.1% |
| Admin fee / account holder | $10,819 | $3,506+208.5% | $4,726+128.9% | $4,888+121.3% |